Insights
Third-Party Risk Management: Compliance Tools for Financial Institutions
The Financial Stability Board (FSB) toolkit and the FFIEC's guide can help your financial institution...
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Do you find yourself reviewing the past fiscal year and wondering why, if business is so good, your profitability and return on capital are not exceeding your expectations? Our Strategic Services team will help you find and resolve your problem areas. We assist with establishing banking relationships, sourcing scalable tools, aligning cashflows, financial planning, and much more. Our team members advise, augment, and work alongside your team to identify opportunities, deploy resources, and achieve desired results unique to your organization.
We work with a variety of industries including but not limited to software as a service (SaaS) and platform as a service (PaaS), fintech, cypto/blockchain, consumer products, manufacturing, healthcare, semiconductors, and international structures.
We focus on crafting and executing processes tailored to hit your organization’s end goals. Whatever your strategic needs, reach out to our team –we are here to help you and your organization overachieve.
Clients We Serve
Expertise
Financial Planning
- Audit
- Budgeting, Variance, Dashboarding & KPI Management
- Cash Flow Planning
- Profitability Analysis & Improvement
- Rightsizing & Burn Rate Management
- Strategic Services & Organizational Alignment
- Tax Planning
Managerial Planning
- Capital Efficiency & Acquisition Planning, Analysis & Financing
- Consolidation Implementation
- Operational/Execution Planning
- People Management
- Structures for Growth
Strategic Planning
- Board Development & Strategic Resourcing
- Corporate Structure Development
- Equity & Debt Financing/Placement
- Executive Coaching & Mentoring
- M&A, Due Diligence, Divestiture Planning & Modeling
- Strategic Planning & Development
